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Nvidia Pullback Meets Wells Fargo Upside Case

Fresh analysis points to durable AI demand despite war worries.

Google Sends Procurement Team to China to Source Liquid‑Cooling Gear for AI Data Centers

Nvidia Demos Rubin Ultra Tray With 1TB HBM4E as Kyber NVL144 and 2028 Feynman Roadmap Emerge

Coherent Showcases 1.6T–3.2T Pluggables and XPO Path to 12.8T at OFC 2026

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock

Meta Details Four New MTIA Chips as In-House AI Push Accelerates

Cortical Labs Unveils Pilot Biological Data Centers in Melbourne and Singapore

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

Meta Strikes Multi-Year 6 GW AI Compute Deal With AMD

OpenAI Lowers Compute Plan to $600 Billion as It Nears $100 Billion Funding Round

Meta Strikes Multiyear Nvidia Deal for Millions of Blackwell, Rubin GPUs and Standalone Grace Servers

Meta Seals Multiyear Nvidia Pact for Millions of AI Chips and Standalone Grace CPUs

AMD to Backstop $300 Million Goldman Loan for Crusoe AI Chips, Report Says

Nebius Rallies After Q4 Revenue Spike as Analyst Opinions Split

Nvidia and Meta Seal Multiyear Deal for Millions of AI Chips to Scale Global Infrastructure

Celestica Raises 2026 Outlook to $17 Billion on AI Demand as Analysts Lift Targets

AMD and TCS Expand Partnership to Bring Helios Rack-Scale AI Blueprint to India

Amazon, Alphabet, Microsoft, Meta and Oracle Set 2026 AI Capex Above $700 Billion